Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $42.6B
1-Year Est. Return 14.98%
This Quarter Est. Return
1 Year Est. Return
+14.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.6B
AUM Growth
+$525M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$188M
3
+$93M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$80.7M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$66.7M

Top Sells

1
+$208M
2
+$31M
3
+$17.6M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$9.94M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$8.07M

Sector Composition

1 Technology 3.04%
2 Financials 2.01%
3 Consumer Discretionary 1.47%
4 Healthcare 1.35%
5 Communication Services 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.32M 0.01%
+26,744
427
$1.32M 0.01%
16,317
+10,122
428
$1.32M 0.01%
8,732
+994
429
$1.31M 0.01%
17,756
+13,810
430
$1.31M 0.01%
29,426
-6,720
431
$1.3M 0.01%
15,833
+1,222
432
$1.3M 0.01%
2,996
-84
433
$1.3M 0.01%
21,482
+274
434
$1.29M 0.01%
3,124
+2,115
435
$1.27M 0.01%
8,948
-8,836
436
$1.27M 0.01%
24,802
+7,057
437
$1.26M 0.01%
8,195
-257
438
$1.25M 0.01%
739
+70
439
$1.25M 0.01%
44,079
+31,341
440
$1.24M 0.01%
6,629
+471
441
$1.23M 0.01%
2,921
+90
442
$1.22M 0.01%
26,209
-11,660
443
$1.21M 0.01%
35,012
+1,552
444
$1.21M 0.01%
15,922
-234
445
$1.21M 0.01%
5,862
-237
446
$1.21M 0.01%
28,071
-9,137
447
$1.21M 0.01%
4,002
+692
448
$1.2M 0.01%
14,845
-4,749
449
$1.19M 0.01%
14,512
-990
450
$1.19M 0.01%
6,863
+155
16 17
18
19 20